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Unlocking equity compensation wealth with AI-powered, confident, timely decisions for advisors and their clients.

StockOpter by Grantd is the next evolution in equity compensation planning. For over 25 years, StockOpter has helped advisors deliver timely, tax-efficient guidance on company stock and options. Now part of Grantd, we’re combining StockOpter’s proven tools with modern AI to simplify decision-making and enhance long-term outcomes. We’re continuing to support everything you love about StockOpter—while building what’s next.

06/08/2026

Pre-IPO equity like SpaceX RSUs, ISOs, and tender offers can be complex, but navigating them for your clients doesn't have to involve guesswork.

Join Grantd on Thursday, August 20th at 9:00 AM PST for a live webinar: SpaceX Case Study & the Pre-IPO Markets.

Host Aric Jacobson will break down:

• How pre-IPO equity and 409A pricing really work

• A real-world walkthrough of SpaceX equity structures

• Essential questions to ask before a secondary liquidity event

Limited to first 500 seats—reserve your spot today: https://support.grantdequity.com/spacex-webinar-new

23/07/2026

Don't let your clients miss out when life-changing equity windows open!

The clock starts the moment shares vest, and that’s when your clients need guidance the most. Grantd helps financial advisors get ahead of the clock with proactive liquidity planning, tax scenario modeling, and automated deadline alerts.

Act before the window closes!

Book a demo to see how Grantd can transform your equity planning process:

https://www.grantdequity.com/contact

16/07/2026

A client asks about their RSUs, and suddenly you're doing mental math instead of giving advice.

The Grantd Equity Certified Advisor (GECA) program is built to close that gap — 7 courses that take you from equity fundamentals to advanced planning strategy, with real client scenarios and hands-on practice in the Grantd platform.

Ready to level up your practice?

Learn More: https://www.grantdequity.com/grantd-academy

07/07/2026

The Grantd Equity Certified Advisor (GECA) program is NOW LIVE!

This self-paced certification program includes 7 comprehensive courses and hands-on case studies designed to build and prove your expertise.

By becoming GECA certified, you will:

• Build deeper client trust with enhanced credibility.

• Expand your services to cover complex equity strategies.

• Increase your efficiency using Grantd’s modeling tools.

• Join an exclusive professional network of advisors.

Don't wait to level up your business. Visit https://www.grantdequity.com/contact to book a demo with our team today!

02/07/2026

This Fourth of July, we're celebrating a different kind of independence — the freedom to trust that your equity data is secure.

Grantd is officially SOC 2 Type 2 certified. Equity data — cap tables, ownership stakes, employee grants — is some of the most sensitive information a company handles. Our security controls have been independently tested and verified over time, so you know it's protected by more than a promise.

Equity management built for trust.

Book a demo: https://www.grantdequity.com/contact

25/06/2026

When employees hold concentrated stock, they aren't just carrying single-stock risk—they are carrying massive emotional weight. Every open trading window brings the stress of deciding whether to sell, hold, or guess the market's next move.

Advisors can help lift that burden entirely.

The Rule 10b5-1 plan can be an indispensable strategic partner, unlocking massive benefits for your client relationships:

Automated Peace of Mind: Converts stressful, emotional guesswork into a disciplined process that runs on autopilot.

Predictable Liquidity: Safely funds major life milestones—like buying a home, optimizing tax planning, or building cash reserves.

Uninterrupted Diversification: Systematically sells down concentrated positions even during strict corporate blackout windows.

Read the article now: https://www.grantdequity.com/articles/the-10b5-1-plan-a-financial-planning-conversation-advisors-should-own

18/06/2026

Your clients may have ISOs, NQSOs, and RSUs — but are they managing all three together?

Grantd’s Aric Jacobson (CFP®, CEP, TPCP) has spent decades helping clients navigate the intersection of equity compensation, tax, and financial planning. In his latest article, he outlines the 5 planning pressure points that matter most when a client holds all three grant types — and how getting one wrong can create unexpected tax exposure in the others.

From the AMT trap to state tax complexity, this is a must-read for any advisor working with equity comp clients.

👉 Read the full article: https://www.grantdequity.com/articles/isos-vs-nqsos-vs-rsus

11/06/2026

Equity compensation should be an inspiring incentive, not a baseline source of confusion or a compliance headache.

When employees are left to navigate complex vesting schedules, AMT exposure, and ex*****on windows on their own, the true value of their compensation gets lost in translation.

Grantd is shifting the paradigm with a brand-new approach to equity intelligence for both private and public companies.

We provide your workforce with a single, authoritative dashboard to see exactly what they own, what it’s worth, and how to make timely, informed decisions. No more unexpected tax surprises—just clear, confident financial paths.

From real-time scenario modeling to on-demand AI support and pre-built 10b5-1 diversification plans, we help your team maximize and protect what they’ve rightfully earned.

Book a demo today: https://www.grantdequity.com/contact

04/06/2026

Equity compensation is one of the biggest financial opportunities for tech employees. It's also one of the easiest to mishandle at tax time.

Aric Jacobson joined Grantd after years as an advanced planning consultant at Commonwealth Financial Network, where he specialized in exactly this: helping people with complex equity situations avoid expensive surprises.

Mid-year still gives you real flexibility. Read Aric’s full article here → https://www.grantdequity.com/articles/the-mid-year-amt-check-up

28/05/2026

Did you know equity compensation is now one of the fastest-growing sources of wealth for working professionals — and most of them do not have a plan for it?

We put together a practical playbook for advisors who want to specialize in this space. From finding the right prospects to running a great first conversation, it is all here.

Click the link below for the full article.

https://www.grantdequity.com/articles/how-to-find-approach-and-win-equity-comp-clients

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